Event Overview
Thursday, January 16, 2025
1:30 PM – 6:15 PM – CLE Program
6:30 PM – 8:30 PM – Off-Site Reception
Elder Law Basics and Beyond
This year’s Annual Meeting program will include an Elder Law Update focusing on both State and National issues, including the SECURE Act. We will also explore topics such as Medicaid Aid in Dying and will include a segment on Medicaid and Estate Planning that Leads to Litigation. In a CLE titled Understanding Investments for you and your Clients we will review different investment vehicles and how to plan with them. This will also include a discussion of Social Security and IRA planning. The program will provide basic information for newer practitioners while also focusing on more nuanced subjects for those more experienced in the areas of Elder Law and Estate Planning.
Highlights and Objectives:
Client circumstances are complicated. In the practice of Elder Law, we have to advise clients on health care and end of life issues, tax issues, estate planning, and government benefits. This Program will seek to cover each of those so we can better counsel our clients.
The Elder Law and Special Needs Section’s CLE program is in-person only. It will not be livestreamed or recorded.
Registration:
All attendees must be pay the Annual Meeting General Registration Fee before they can register for the Elder Law and Special Needs CLE Program ($150) or Reception ($95).
For registration questions or assistance, please reach out to our Member Resource Center (MRC) at [email protected] or at 800-582-2452/ 518-463-3724.
Anyone that is unable to login to their NYSBA profile should also contact the Member Resource Center
Elder Law and Special Needs Section Chair:
Britt N. Burner
Burner Prudenti Law, P.C.
Program Chairs:
Matthew J. Nolfo
Matthew J. Nolfo & Associates
Donna Stefans
Stefans Law Group, P.C.
Sponsorship Opportunities are Available!
Please click here to download the sponsorship form for the Elder Law and Special Needs Section’s 2025 Annual Meeting
Elder Law and Special Needs Law Section Annual Meeting
Thursday, January 16, 2025
1:30 p.m. – 2:00 p.m. | Elder Law and Special Needs Section Business Meeting & 2025 Awards Ceremony | Trianon Ballroom, Third Floor
2:00 p.m. – 6:00 p.m. | CLE Program | Trianon Ballroom, Third Floor
4.5 MCLE Credits
2.5 Areas of Professional Practice, 1.0 Ethics, 1.0 Skills
This program is transitional and is suitable for all attorneys including those newly admitted.
1:30 p.m. – 1:55 p.m.
Introduction, Business Meeting
Speaker
Britt Burner, Esq. | Burner Prudenti Law, P.C. New York, NY
1:55 p.m. – 2:00 p.m.
Break
2:00 p.m. – 3:15 p.m.
I. Elder Law & Special Needs Update
First, an update of all important laws, cases or issues that affect elder law and special needs practice in New York State with an additional update on laws, cases and issues that affect the practice of elder law and special needs nationwide.
- NYS Update
- National Update with Local Impact
Speaker
JulieAnn Calareso, Esq. | Gleason Dunn Walsh & O'Shea Albany, NY
Tara Anne Pleat, Esq. | Wilcenski & Pleat PLLC Clifton Park, NY
1.5 MCLE Credits in Areas of Professional Practice3:15 p.m. – 4:05 p.m.
II. Medical Aid in Dying: Ethical Issues
This panel will examine New York’s Medical Aid in Dying Bill in the broader contexts of the existing palliative and end-of-life care continuum in New York and evidence of persistent inequities in access to care. Panelists will discuss the work of the New York State Bar Association Medical Aid in Dying Task Force in addressing the range of medical, spiritual, health and public health policy, and ethics issues related to end-of-life care, including the proposed legislation. The panel will address the financing of care, design of workforce education and training, advancing the goals of equity across diverse populations and communities, expected regulatory trends, and counseling providers on navigating complex care environments.
Speaker
John Henry Tator Dow, III, Esq. | Trinity Health Voorheesville, NY
Edward F. McArdle, Esq. | SUNY Upstate and Cornell Law School Syracuse, NY
Mary Beth Quaranta Morrissey, PhD, MPH, JD | Yeshiva University New York, NY
1.0 MCLE Credit in Ethics4:05 p.m. – 4:20 p.m.
Break with Exhibitors
4:20 p.m. – 5:10 p.m.
III. Understanding Investments for You and Your Clients
Identifying different assets and how to address and handle in your ELSN Planning, along with tax planning concepts for the ELSN Attorney and review of different financial products, Social Security & IRA planning including current SECURE ACT issues.
Speaker
Donna Stefans, Esq. | Stefans Law Group PC Woodbury, NY
1.0 MCLE Credit in Skills5:10 p.m. – 6:00 p.m.
IV. Medicaid and Estate Planning that Leads to Litigation
While Medicaid planning is a subset of estate planning, the focus on trusts, gifting, and the reduction of assets can lead to family disagreements and litigation. This is especially true as many clients have diminished capacity and other health issues and transfers may favor exempt donees but cause distributions to be uneven among family members. The panel will address how these issues can occur and the best ways to prevent them from happening.
Speaker
Bret Cahn, Esq. | Farrell Fritz, P.C. New York, NY
Regina Kiperman, Esq. | RK Law PC New York, NY
1.0 MCLE Credit in Areas of Professional Practice6:30 p.m. – 8:30 p.m.
The Elder Law and Special Needs Section CLE Reception
3 West Club | 3 West 51st Street (at 5th Avenue), New York, 10019 | Cost: $95.00
Preregistration is required to attend the reception. Please be sure to add the reception as part of your event registration if you plan to attend.
General Registration Fee
Required for all Annual Meeting attendees.
| NYSBA Members | $250 |
| Non-members | $350 |
+plus…
$150 Program Registration Fee
$95 Elder Law and Special Needs Reception Ticket
Sponsorship Opportunities are Available!
Please click here to download the sponsorship form for the Elder Law and Special Needs Section’s 2025 Annual Meeting.